For investment firms and asset managers selling into the wealth channel, Seattle is not a secondary market. It is a primary target. The metro is home to more than 3,000+ financial advisors across every major broker-dealer, private bank, and wirehouse in the market, according to Dakota Marketplace – similar to what we’ve seen in markets like New York City and Boston.
Dakota tracks financial advisors across Seattle and every major metro in the country, with 3,000+ verified contacts across broker-dealers, banks, and select RIA hybrids. The advisors featured below were selected using the same data framework that powers the Dakota 500, Dakota's annual independent recognition of leading financial advisors across the United States.
In this article we’ll review ten of the most significant advisor teams in the Seattle area.
Top 10 Financial Advisors in Seattle
1. Dana Elwell – MS PWM Team
Dana Elwell is a Family Wealth Director at The Braun Elwell Group, a Morgan Stanley Private Wealth Management team based in Seattle, WA, managing approximately $6.7 billion in assets. A University of Idaho graduate and Certified Financial Planner, Elwell has been recognized multiple times by Forbes, including as a Top Women Wealth Advisor Best-in-State, and specializes in customized financial planning for high-net-worth clients and family offices.
2. Daniel Wilski – UBS Team
Daniel Wilskie is Senior Vice President and Financial Advisor at Daniel Wilski, a UBS team based in Bellevue, WA within the Seattle metro area, managing approximately $2.4 billion in assets. Wilskie serves clients across the greater Seattle market through UBS's full-service wealth management platform.
3. Autumn Garcia – Raymond James Team
Autumn Garcia is a Financial Advisor at Fisette and Kim, a Raymond James team based in the Seattle, WA metro area, managing approximately $500 million in assets. Garcia serves clients across the Seattle market through Raymond James' platform, supporting a broad-based wealth advisory practice.
4. Jack I Almo – MS Team
Jack is a Managing Director and Private Wealth Advisor at The Almo Lipman Drew Group, a Morgan Stanley Private Wealth Management team based in Seattle, WA, managing approximately $2.6 billion in assets. A Yeshiva University honors graduate and former Goldman Sachs and UBS Private Wealth alum, Jack has been named to Forbes' Best-in-State Wealth Advisors list every year from 2020 through 2023 and serves ultra-high-net-worth families, private foundations, endowments, and privately held companies.
5. Corinne M Crabs – UBS Team
Corinne Crabs is Senior Vice President, Wealth Management and Financial Advisor at Corinne Crabs, a UBS team based in Seattle, WA, managing approximately $500 million in assets. Crabs serves clients across the Seattle metro area through UBS's wealth management platform, having advanced into her current senior role earlier in 2026.
Want to see every financial advisor in Seattle? Dakota Marketplace gives you instant access to 3,000+ Seattle area advisors with verified contact details, AUM data, and investment preference indicators.
6. Mark Eberle – LPL Team
Mark Eberle is a Financial Advisor at Pinnacle Private Wealth Advisors, an LPL Financial team based in Bellevue, WA within the Seattle metro area, managing approximately $650 million in assets. Pinnacle offers traditional and alternative investments, asset management, and impact investing, serving individuals, families, and businesses across the Northwest with retirement planning, estate planning, and tailored investment solutions.
7. Tyler Matthews – UBS Team
Tyler Matthews is a Financial Advisor and member of the portfolio management team at The Matthews Group, a UBS team based in Bellevue, WA within the Seattle metro area, managing approximately $1.12 billion in assets. A Chartered Retirement Planning Specialist and former professional golfer, Matthers specializes in portfolio implementation and investment due diligence, guiding retirement plan fiduciaries and participants through periodic reviews and education sessions.
8. Mike Geri – RBC Team
Mike is Managing Director and leads Three Points Group, an RBC Wealth Management team based in Seattle, WA, managing approximately $652 million in assets. A CPA who began his career at Deloitte & Touche, Mike is a Certified Financial Planner and University of Washington graduate who serves a select group of successful families pursuing a work-optional lifestyle.
9. Dan Goldman – Raymond James Team
Dan Goldman is Senior Vice President and Financial Advisor at Goldman Wealth Strategies, a Raymond James team based in the Seattle, WA metro area, managing approximately $500 million in assets. Goldman serves clients across the Seattle market through Raymond James' platform, offering wealth management services to individuals and families in the region.
10. Tim Truebenbach – LPL Team
Tim Truebenbach is Founder of True Private Wealth, an LPL Financial team based in Tacoma, WA within the Seattle metro area, managing approximately $350 million in assets. A Certified Financial Planner with over 20 years of experience and a University of San Diego graduate, Truebenbach works with families, professionals, and business owners on asset allocation, financial planning, and retirement strategy.
Start Calling on the Right Advisors with Dakota Marketplace
Financial advisors are the largest, and most overlooked, allocator channel in the market. Dakota gives fundraisers and investment sales teams a structured, metro-specific view into this massive audience so you can stop guessing and start booking meetings.
Here’s what you get:
- Organized by Metro Area: Every advisor and financial advisor team in your metro, grouped by location for instant targeting.
- Verified Contact Info: Accurate emails, phone numbers, and office details across broker-dealers, banks, and select RIA hybrids. No bouncing emails or outdated records.
- Investment Preferences and Indicators: Filter by asset class interest, AUM, channel, and advisor attributes to prioritize the right targets before you pick up the phone.
- Form ADV Data: Available for hybrid advisors where applicable, giving you added context on the teams you're approaching.
- LinkedIn Profiles: Fast context on individual advisors for warm, informed outreach.
- Home Office Coverage: Up-to-date research and verified contacts identifying key centers of influence and decision-makers driving platform and product approvals.
- Dakota Recommends: Curated, location-specific recommendations for coffee shops, restaurants, event spaces, and hotels when traveling to meet advisors in Seattle and beyond.
Dakota Marketplace is updated daily in real-time and purpose-built for sellers. If you're ready to go beyond a top 10 and see the full advisor picture in Seattle and across the country, book a demo here!
